Allegheny Financial Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Sell
16,883
-2,405
-12% -$219K 0.34% 59
2025
Q1
$1.61M Sell
19,288
-936
-5% -$78K 0.41% 48
2024
Q4
$1.84M Buy
20,224
+168
+0.8% +$15.3K 0.47% 42
2024
Q3
$1.84M Buy
20,056
+537
+3% +$49.4K 0.46% 38
2024
Q2
$1.72M Buy
19,519
+2,394
+14% +$211K 0.49% 34
2024
Q1
$1.56M Sell
17,125
-297
-2% -$27.1K 0.48% 35
2023
Q4
$1.38M Sell
17,422
-65
-0.4% -$5.15K 0.44% 39
2023
Q3
$1.26M Buy
17,487
+5,198
+42% +$376K 0.47% 38
2023
Q2
$922K Sell
12,289
-4,830
-28% -$362K 0.44% 40
2023
Q1
$1.22M Buy
17,119
+623
+4% +$44.6K 0.49% 37
2022
Q4
$1.13M Buy
16,496
+415
+3% +$28.3K 0.47% 39
2022
Q3
$1.01M Buy
16,081
+3,068
+24% +$193K 0.48% 40
2022
Q2
$829K Buy
13,013
+5,705
+78% +$363K 0.39% 52
2022
Q1
$565K Buy
+7,308
New +$565K 0.24% 75